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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Fairhaven Wealth Management
4176
Fairhaven Wealth Management
Illinois
$243M -$8.22M -3% 1.37% – 122 4.92% 1.7
Malaga Cove Capital
4177
Malaga Cove Capital
California
$243M +$8.09M +3% 0.03% 97.3% 187 28.88% 1.5
Piershale Financial Group
4178
Piershale Financial Group
Illinois
$243M -$11.3M -4% 0.7% 82% 38 47.37% 1.2
Copperwynd Financial
4179
Copperwynd Financial
Arizona
$243M +$6.86M +3% 3.5% 90% 129 17.05% 2.3
Quadrant Private Wealth Management
4180
Quadrant Private Wealth Management
Pennsylvania
$242M -$4.39M -2% 0.01% 100% 202 9.41% 2
Weik Capital Management
4181
Weik Capital Management
Pennsylvania
$242M -$14.7M -6% 0.35% 71.6% 115 5.22% 5.4
Denver PWM
4182
Denver PWM
Colorado
$242M +$3.19M +1% 1.19% 48.6% 97 5.15% 1.8
EE
4183
EWG Elevate
California
$242M -$16.1M -6% 0.67% 76% 106 39.62% 0.9
Parisi Gray Wealth Management
4184
Parisi Gray Wealth Management
New Jersey
$242M -$31.3M -11% 0.07% 137% 609 78.82% 2.5
Versant Venture Management
4185
Versant Venture Management
California
$242M -$60.3M -20% 14.7% 409% 11 0% 2.5
InterWest Venture Management
4186
InterWest Venture Management
California
$241M -$75.5M -24% 19.4% 57.6% 11 18.18% 2.9
JPC
4187
Jabodon PT Co
Nevada
$241M +$138M +133% 9.3% 61.9% 35 91.43% 0.2
Lapides Asset Management
4188
Lapides Asset Management
Connecticut
$241M -$9.42M -4% 4.32% 63% 89 19.1% 2.7
Mokosak Advisory Group
4189
Mokosak Advisory Group
Iowa
$241M +$3.12M +1% 1.13% 59.2% 25 12% 1.9
William Marsh Rice University
4190
William Marsh Rice University
Texas
$241M +$8.75M +4% 3.84% 1.81% 7 71.43% 1.2
Beech Hill Advisors
4191
Beech Hill Advisors
New York
$241M -$5.39M -2% 2.68% 117% 87 5.75% 3.3
Heritage Way Advisors
4192
Heritage Way Advisors
Illinois
$241M -$2.53M -1% 1.4% 79.4% 70 4.29% 3.1
HIM
4193
Hotaling Investment Management
Pennsylvania
$241M -$5.32M -2% 1.06% 52.6% 134 16.42% 1.8
Oak Asset Management
4194
Oak Asset Management
California
$241M +$2.78M +1% 2.3% 91.8% 100 7% 1.8
Ballast Advisors
4195
Ballast Advisors
Minnesota
$241M +$4.05M +2% 0.77% 73.9% 183 4.37% 1.5
Income Research & Management
4196
Income Research & Management
Massachusetts
$240M -$30.6M -11% 0% 1.19% 17 17.65% 1.6
Crestwood Capital Management
4197
Crestwood Capital Management
New York
$240M -$17.7M -7% 5.06% 203% 24 33.33% 1.8
Verde Capital Management
4198
Verde Capital Management
Michigan
$240M +$2.6M +1% 1.1% 80.3% 42 14.29% 1.2
Baldrige Asset Management
4199
Baldrige Asset Management
Pennsylvania
$240M +$9.24M +4% 0.11% 43.5% 365 4.38% 0.7
Keywise Capital Management (HK)
4200
Keywise Capital Management (HK)
Hong Kong
$239M -$169M -41% 30.2% 684% 25 60% 0.4